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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,727 | $95,188-55.1% | $76,518-44.2% | $135,379-68.4% |
| Participation rate | 60.0% | 74.4%-14.4pp | 68.0%-8.0pp | 82.6%-22.6pp |
| Annual return | -4.43% | 4.85%-9.3pp | -0.27%-4.2pp | 519.79%-524.2pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,665 | $4,640-42.6% | $3,836-30.5% | $5,609-52.5% |
| Admin fee / account holder | $6,565 | $6,249+5.1% | $4,849+35.4% | $10,828-39.4% |